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Lindbrook Capital’s Virtus Reaves Utilities ETF UTES Stock Holding History

Lindbrook Capital’s Portfolio UTES Stock Details UTES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$646 Hold
10
– – ﹤0.01% 2568
2024
Q4 		$638 Buy
+10
New +$655 ﹤0.01% 2566

Other funds holding UTES

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RAM
Riggs Asset Management Dallas, Pennsylvania $560M AUM 64.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Lindbrook Capital's UTES Position: Q1 2025 in Review

Lindbrook Capital held its Virtus Reaves Utilities ETF (UTES) position steady in Q1 2025 at 10 shares worth $646. The position accounts for ﹤0.01% of the portfolio, ranked #2568.

Lindbrook Capital first reported a position in UTES in Q4 2024 and has held it in 2 quarters since. 80 funds tracked by Wall St. Rank hold UTES as of Q1 2025.

  • Lindbrook Capital held 10 shares of Virtus Reaves Utilities ETF worth $646 as of Q1 2025.
  • Lindbrook Capital left its Virtus Reaves Utilities ETF share count unchanged in Q1 2025.
  • Virtus Reaves Utilities ETF made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2568 holding.
  • Lindbrook Capital first reported a position in Virtus Reaves Utilities ETF in Q4 2024 and has held it in 2 quarters since.
  • 80 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.